Holdings
Use 13F reports to study disclosed positions and changes while accounting for the filing delay and the report’s limited scope.
Institutional research
Institutional activity tracking for retail investors—with the reporting delays made explicit.
Sentimentor brings institutional ownership, SEC filings, insider transactions, off-exchange activity and related options evidence into one research workspace. Each dataset answers a different question, so the product preserves source dates and limitations rather than combining them into a false real-time view of institutional intent.
By the Sentimentor research team · Published and reviewed September 7, 2026
Transactions
Review Form 4 insider activity and available off-exchange or block-trade context as separate evidence streams.
Confirmation
Compare ownership and transaction evidence with price, volume, options, filings, news and the reporting period.
Start with the source and reporting period
Institutional data is not one feed. Form 13F reports describe certain holdings at quarter-end and may be filed up to 45 days later. Form 4 reports cover transactions by company insiders under different rules and deadlines. Off-exchange volume and individual trade prints provide market-activity context, not the identity or complete portfolio of the beneficial owner.
Use 13F changes as historical positioning evidence
Compare the same manager across reporting periods and distinguish a new position, addition, reduction or exit. Normalize the change against the manager’s disclosed portfolio and the company’s shares outstanding. A position can be offset elsewhere, and the filing does not provide a live entry price or a complete explanation of the investment thesis.
Interpret insider and off-exchange activity separately
An insider purchase, a scheduled sale and an equity award have different implications, so transaction codes and footnotes matter. Likewise, an Alternative Trading System print demonstrates off-exchange execution but does not by itself establish accumulation or distribution. Direction inferred from price or quote context should remain labeled as an inference.
Build a dated evidence chain
Sentimentor can place institutional evidence beside company filings, fundamentals, price, volume, options activity, sentiment and events. The strongest research record states when each observation occurred, what it directly establishes, what remains inferred and which new evidence would invalidate the conclusion.
Limitations and risk disclosure
Institutional disclosures are incomplete snapshots, and market prints generally do not reveal the ultimate owner or purpose. Coverage and latency vary by issuer, security and source. These tools support research; they do not identify “smart money” with certainty or provide investment advice.